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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: Steven R. Michaud who wrote (15595)	1/6/2000 2:47:00 AM
From: Notorious T.C.D.	Read Replies (1) \| Respond to of 28311

I like your analysis keep up the good work. Just a minor point, you stated, "Add in the 7,000,000 from the Hasbro deal...to get 13,256,746.47 (assuming that is paid this quarter)..." I am unable to remember the source, but I am pretty sure that Gnet will not get the Hasbro money until this current quarter. If I find it I will post the link. Although I agree with your estimate in the high teens (no data to back it up, just a hunch) TD

To: Steven R. Michaud who wrote (15595)	1/6/2000 7:05:00 AM
From: levy	Respond to of 28311

Steve great post ...that sure looks pretty accurate...you might want to review the year end report...it helps tie down earnings from Authorize.net biz.yahoo.com For those who might be interested in free isp news it looks like at home/excite are doiing the free isp thing as well....looks like all the major portals are headed that way even though it looks for now to be a money loser.....so OK now perhaps charter will do it and direct traffic our way... news.cnet.com. Excite@Home to launch free ISP tomorrow By John Borland Staff Writer, CNET News.com January 5, 2000, 6:15 p.m. PT Excite@Home will launch its free Internet access service tomorrow, according to people familiar with the company's plans. As previously reported, the portal has been looking for a way to catch up to similar services being offered by rivals AltaVista and Yahoo. But the new service could play a more important role for the Redwood City, California, company than similar free Net access initiatives launched by numerous other companies. Excite@Home executives are betting they can persuade many of their new dial-up users to eventually sign up for the company's high-speed cable Net service, a goal that none of the other portals have. providers have jumped quickly into the mainstream in the last several months. Once viewed as a relative novelty, gratis services are now provided by well-regarded companies like Yahoo and Kmart, and millions of people have signed up. Free high-speed Net services are even beginning to pop up, although these remain a chancy business model. Dubbed FreeWorld, Excite@Home's free access will be provided by the CMGI-owned 1stUp.com, the same company that launched AltaVista's free dial-up service last August. Like other free services, it will be supported by advertising, with a window displaying banner ads that can't be closed as long as the user is online. In order to receive the free service, users will have to provide some demographic information and allow their movements online to be tracked. Ads targeted to subscribers' interests will be displayed in the FreeWorld window. The service will launch tomorrow, with access numbers available nationwide, sources said. Alone among the major Web portals, Excite@Home is already as much an access company as a Net content player. Its cable modem service, which boasts more than 1 million subscribers, is the largest high-speed Net operation in the country. But it has lacked a dial-up component, a critical gap in a world where the vast majority of Excite customers still use regular phone lines to access the site. Analysts have said that offering a dial-up service would help the company move mainstream Web surfers to its high-speed offering. Nevertheless, the offer will initially not include any discounts for free ISP customers who decide to upgrade to the @Home cable service, sources said.

To: Steven R. Michaud who wrote (15595)	1/7/2000 12:57:00 AM
From: Steven R. Michaud	Respond to of 28311

Okay...let me make some adjustments to my prediction of what GNET's earnings are ...for the past quarter... By not incorporating the 7 mil from the Hasbro deal...we have revenue at 6,256,746.47 I wasn't able to locate the amount of revenue (est or real) that GNET is making from the Authorize.net deal...if anyone knows can they post it...(so that I can incorporate)... Anyhow...since GNET just made the agreement with Net2Phone...during the past quarter...and in that agreement they have agreed to pay GNET $15 million over 3 years...I figure it'll probably paid over the entire 12 quarters...which equals to $1.25 million/quarter... Adding that to the above we get 7,506,746 ..and with 46,037,194 shares..that equates to ~ .16 cents a share... Not quite between my .18 to .22 cents per share; but, what the heck sure beats what the street is saying. Keeping my fingers crossed...if anyone has better info...please tell... Good night.. and hang on...to your shares...this thing is going to turn around.... Steve